Deactivate Online Banking Services for a Quicken Account

Deactivating online banking service(s) removes the account from Update Now or One Step Update. In certain cases you'll need to deactivate an online banking service that uses a specific connection method and then reactivate using a different connection method in order to use specific online payment service providers. For instructions on reactivating a deactivated account, please see GEN82745.  Additional help that compares the different connection methods is available.

Deactivate a Quicken Windows account

  1. Select the Tools menu and select Account List. The Account List window opens
  2. Select the account for which you want to deactivate online services, and then click Edit. The Account Details window opens
  3. Click the Online Services tab
  4. Click Deactivate (Remove from One Step Update in older versions) next to the service you want to disable
  5. Click Yes to the message asking if you want to disable this service. Note: If you do not receive this message, additional information is available below
  6. Click OK to the confirmation message
  7. (optional) Contact your financial institution to cancel the online services, if you do not intend to reactivate

    Note: If your financial institution charges a fee for online services in Quicken, you need to cancel the services by contacting your financial institution. Deactivating the account in Quicken will not normally stop the service fee.

If you have an investment account that is linked to a cash account, you need to deactivate the online services from the investment account which will automatically deactivate the linked cash account.

Deactivating a Quicken Mac Account

  1. Click on the account name in the bar down the side of Quicken Mac
  2. Click the Settings gear icon in the bottom right corner
  3. Click the Troubleshooting button
  4. Click the Deactivate Downloads button
  5. Click Save

Deactivating in Quicken Mac 2007

  1. Open the Account List (Command + A)
  2. Click on the Account name on the List
  3. Click the Edit button
  4. Click the drop-arrows in the Download Transactions box to choose Not Enabled
  5. Click OK to save

What if Quicken tells me to accept downloaded transactions before deactivating online services?

Quicken will not deactivate online services if you have not accepted all downloaded transactions. Verify that you have accepted all transactions.

  1. Open the account register and select the Downloaded Transactions tab at the bottom of the register. If there are not any transactions listed, skip to step 3.
  2. Accept all transactions and then follow the steps above to deactivate online services.
  3. Select the Online menu and select Online Center.
  4. Select the appropriate financial institution and account.
  5. Select Transactions.
    1. If transactions are listed, click Compare to Register and accept the transactions.
    2. If no transactions are listed or Compare to Register does not allow you to accept the transactions,  additional information is available on the support site.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.